Payroll user guides
Payroll desktop
Release v2.52
COVID-19 changes to SSP
Class 1A NI contributions
CEO Pay reporting
Termination awards
New rules for low-emission cars
Hours and Days in Payroll
Employment Allowance changes
Parental Bereavement Pay
History generation for Pensions and Pay groups
IR35 Working rules
Holiday pay calculation changes
Changes to Pension re-enrolment
Printer names on RDP
Plain Paper P45s
Release v2.56
2.56 Release Report
Payroll version 2.56 Upgrade Instructions
Health and Social Care Levy message on the payslip
Support for the Alabaster ruling
Automatic recalculation of SMP,SPP etc
New NI Letters for freeports and veterans
HMRC gateway password saving
Release v2.58
Release v.2.61
Rolled up holiday pay for irregular hours and part-year workers
Statutory Paternity Pay (SPP) legislative update
Company Sick Pay (CSP)
Diary Changes for CSP
Working Patterns
Year End Guides
OVERVIEW - Payroll desktop version 2.58
DOC A - Payroll 2.58 Upgrade Instructions
DOC B - Payroll 2.58 Upgrade notes
DOC C - Copy Year-End Instructions v2.58
DOC D - Payroll v2.58 RTI Year-End Procedure
Functionality
Adding a New Pay Element
Pay Rises
Modifying Custom Reports
Company and Employee Audit Trail
Maintaining Users and User Profiles
Automatic Pension Re-enrolment
Maintaining Elements and Relationships
Change NI Table Letter
Loans and Save Schemes
Adding additional fields to payslips
Maintaining Display Views
Viewing RTI Submissions
Standard (STD) and Live Pay Period fields
Average Holiday Pay
Changing Pay Groups
Elements of Pay
Errors and Troubleshooting
Payroll web
Manage Employees
Creating an Employee
Editing an Employee’s details
Viewing an employee’s payslips
Making an Employee a Leaver
Printing Employee P45s
Emailing Employee P45s
Change Employee NI Letter
Running Payroll
Starting a Payroll Cycle
Edit Pay Elements
Benefits
Cost Breakdown
Run Checks
Emailing Payslips (as part of running a payroll)
BACS/RTI
View Summary and close payroll
Restart Payroll cycle
Adding and Removing Employees from Payroll
Statutory Payments
Statutory Payments
Statutory Maternity Pay (SMP)
Statutory Sick Pay
Import Sickness
Company Sick Pay (CSP) web functionality
Statutory Paternity Pay (SPP)
Import of Sick Pay information
HMRC Messages
Month End
Permissions
General System Use
Reporting
Emailing in the web application
Importing Data
Backing up Data in Payroll
Product Hub
Release notes
Release 5.8
Release 5.7
04/07/2024 Payroll web 5.6 - desktop 2.61.4 release
16/04/2024 - Payroll - desktop v2.61.3.1 hotfix
OneAdvanced Payroll desktop version 2.61.3
Payroll - Year End - desktop v2.61.1 web v5.4 Release Report
Payroll: desktop version 2.58.2
Payroll desktop version 2.58
Payroll: web version 5.3
Payroll: desktop version 2.56.2
Payroll: desktop version 2.56.3
Payroll: web version 5.2
Year End Activities
Year-End Overview
Upgrading your system
Backing up your data
Running the installation program
Converting data directories that are not under the WINPAY directory
End of year overview (formerly RTI year-end procedure)
Last submission of the year
Print RTI amendments
Linked Companies
Year-end procedure
Update all payrolls and run check report
Copy year-end data instructions
EPS and final payments to HMRC
Print P60s
Starting the new tax year
Company year-end
Employee year-end
How to correct for a previous year
Clearing historical data (optional)
Scenarios
- All Categories
- Payroll user guides
- Payroll desktop
- Functionality
- Adding a New Pay Element
Adding a New Pay Element
OneAdvanced Payroll Core has a built-in wizard to guide you through the required steps to create a new element. It is important that a backup is taken prior to adding/modifying pay element (File>Back up data)
Go to ‘System>Maintain elements of pay>Quick relationship tool’
Select how the employees pay will be affected –
Name the field - Note that a short name is not usually required, the system will use the next available field number (F number) if a shortname is not specified.
Select how the element will be treated for PAYE (this can be changed later), see ‘Maintaining elements and relationships’
Selecting ‘is a year-to-date total required for the payslip figure’ will add an additional ‘YTD’ field which will add the total of the element each period. YTD fields are set to 0 when year-end processing is completed.
Select how the element will be calculated :
‘Variable amount’ – This will add a single field to be manually input each period
‘Standard value every pay period’ – This will add an additional ‘Standard/STD’ field to be populated with the value to be added each period, whatever value is in the ‘Standard’ field will automatically pull through into the ‘live’ field when the payroll cycle is started/restarted
‘From a rate of pay type calculation’ - This will add 3 fields – Rate, Hours, Result. The hours and rate fields must be populated with a value for the calculated amount to appear in the result field.
The quick relationship tool will then ask which ‘Display view’ you would like to add the field to, a display view is the tab that is displayed at the bottom of an employee record when entering ‘Modify employee details’ or ‘Enter payroll details’
After adding the fields to a display view you will be presented with a list of what is being added. E.g. :
Here we can see an Overtime 1.5 hours and rate relationship added with a t/d field, this will populate onto the below relationships :
- ‘To-date relationship’ - The period value (F595) to be populated into the To-date field (F596) this field will be set to 0 after year-end processing.
- ‘Addition relationship’ – The ‘result’ field (F595) of the relationship is added as an addition. There is no standard field here as the element is formed from rate*hours, not a standard value each period.
- ‘Rate of pay relationship’ – The rates (F597) and hours (F598) to be populated into the result/pay field (F595).
To change which display view (tab) the elements appear on in either 'Modify employee details' or 'Enter payroll details' navigate to 'System>Maintain elements of pay>Maintain display views' to modify.
If you are operating nominal codes, the newly added element may need adding to a nominal code. To do this go to ‘Company>Maintain details>Modify>Nominal codes’
If the newly added element needs to be added to a custom report go to ‘Reports>Maintain reports>Modify’ Add the field to the desired column.